Advisor Resource Council’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-44,056
| Closed | -$3.64M | – | 498 |
|
|
2025
Q1 | $3.64M | Buy |
44,056
+38,692
| +721% | +$3.2M | 0.29% | 90 |
|
|
2024
Q4 | $440K | Buy |
+5,364
| New | +$440K | 0.32% | 38 |
|
|
2024
Q2 | – | Sell |
-3,102
| Closed | -$254K | – | 184 |
|
|
2024
Q1 | $254K | Sell |
3,102
-54,706
| -95% | -$4.49M | 0.11% | 188 |
|
|
2023
Q4 | $4.74M | Buy |
+57,808
| New | +$4.74M | 0.55% | 46 |
|
|
2022
Q4 | – | Sell |
-6,543
| Closed | -$531K | – | 171 |
|
|
2022
Q3 | $531K | Sell |
6,543
-105,489
| -94% | -$8.56M | 0.36% | 78 |
|
|
2022
Q2 | $9.28M | Buy |
112,032
+75,868
| +210% | +$6.28M | 0.86% | 27 |
|
|
2022
Q1 | $3.01M | Sell |
36,164
-85,758
| -70% | -$7.15M | 0.91% | 24 |
|
|
2021
Q4 | $10.4M | Buy |
121,922
+76,725
| +170% | +$6.56M | 0.81% | 25 |
|
|
2021
Q3 | $3.89M | Sell |
45,197
-43,575
| -49% | -$3.75M | 1.18% | 19 |
|
|
2021
Q2 | $7.65M | Buy |
+88,772
| New | +$7.65M | 0.8% | 27 |
|